Latest Institutional Purchases of Guggenheim Active Allocation Fund (GUG)
This list provides information on the latest institutional transactions involving Guggenheim Active Allocation Fund (GUG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
600New |
$8.06K - $8.62K
|
600
$9.04K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
45.3KNew |
$593K - $662K
|
45.3K
$683K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5KNew |
$19.6K - $21.9K
|
1.5K
$22.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
250New |
$3.27K - $3.65K
|
250
$3.77K
|
|
| Q3 2022 | |||||||
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
10KNew |
$128K - $159K
|
10K
$151K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.25KNew |
$16K - $19.9K
|
1.25K
$18.8K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
103KNew |
$1.43M - $1.83M
|
103K
$1.56M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
15KNew |
$207K - $265K
|
15K
$226K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.5KNew |
$20.7K - $26.5K
|
1.5K
$22.6K
|
|